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Plante Moran Financial Advisors’s Western Union WU Stock Holding History

Plante Moran Financial Advisors’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,237
Closed -$16.3K – 895
2023
Q3 		$16.3K Hold
1,237
– – ﹤0.01% 462
2023
Q2 		$14.5K Buy
1,237
+25
+2% +$288 ﹤0.01% 502
2023
Q1 		$13.5K Buy
1,212
+20
+2% +$260 ﹤0.01% 517
2022
Q4 		$16.4K Buy
1,192
+20
+2% +$276 ﹤0.01% 506
2022
Q3 		$16K Buy
1,172
+17
+1% +$266 ﹤0.01% 509
2022
Q2 		$19K Buy
1,155
+14
+1% +$247 ﹤0.01% 481
2022
Q1 		$21K Sell
1,141
-130
-10% -$2.4K ﹤0.01% 492
2021
Q4 		$23K Buy
1,271
+158
+14% +$2.91K ﹤0.01% 533
2021
Q3 		$23K Sell
1,113
-289
-21% -$6.38K 0.01% 535
2021
Q2 		$32K Buy
1,402
+310
+28% +$7.72K 0.01% 459
2021
Q1 		$27K Sell
1,092
-1,883
-63% -$44.3K 0.01% 490
2020
Q4 		$65K Buy
2,975
+55
+2% +$1.19K 0.02% 307
2020
Q3 		$63K Buy
2,920
+160
+6% +$3.63K 0.02% 286
2020
Q2 		$60K Buy
2,760
+11
+0.4% +$223 0.02% 271
2020
Q1 		$50K Buy
2,749
+7
+0.3% +$172 0.02% 258
2019
Q4 		$73K Buy
2,742
+7
+0.3% +$182 0.03% 265
2019
Q3 		$63K Buy
2,735
+9
+0.3% +$194 0.02% 307
2019
Q2 		$54K Buy
2,726
+9
+0.3% +$175 0.02% 327
2019
Q1 		$50K Sell
2,717
-1,833
-40% -$33K 0.02% 333
2018
Q4 		$78K Buy
4,550
+3,300
+264% +$60K 0.03% 234
2018
Q3 		$24K Sell
1,250
-757
-38% -$14.7K 0.01% 419
2018
Q2 		$41K Sell
2,007
-332
-14% -$6.61K 0.02% 373
2018
Q1 		$45K Buy
2,339
+115
+5% +$2.31K 0.02% 363
2017
Q4 		$42K Buy
2,224
+47
+2% +$922 0.02% 379
2017
Q3 		$42K Buy
2,177
+6
+0.3% +$114 0.03% 343
2017
Q2 		$41K Buy
2,171
+52
+2% +$1.01K 0.03% 358
2017
Q1 		$43K Sell
2,119
-1,449
-41% -$29.6K 0.03% 348
2016
Q4 		$78K Sell
3,568
-610
-15% -$12.7K 0.05% 250
2016
Q3 		$87K Buy
4,178
+652
+18% +$13.4K 0.06% 224
2016
Q2 		$68K Sell
3,526
-512
-13% -$9.94K 0.05% 244
2016
Q1 		$78K Sell
4,038
-173
-4% -$3.11K 0.06% 204
2015
Q4 		$75K Buy
4,211
+3,490
+484% +$65.9K 0.06% 225
2015
Q3 		$13K Buy
721
+4
+0.6% +$76 0.01% 448
2015
Q2 		$15K Buy
717
+4
+0.6% +$85 0.01% 465
2015
Q1 		$15K Buy
713
+31
+5% +$577 0.01% 454
2014
Q4 		$12K Buy
682
+3
+0.4% +$52 0.01% 506
2014
Q3 		$11K Buy
679
+30
+5% +$516 0.01% 523
2014
Q2 		$11K Buy
649
+262
+68% +$4.23K 0.01% 518
2014
Q1 		$6K Buy
387
+95
+33% +$1.55K 0.01% 452
2013
Q4 		$5K Buy
+292
New +$5.12K ﹤0.01% 543

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plante Moran Financial Advisors's WU Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Western Union (WU) in Q4 2023, closing a stake of 1,237 shares — an estimated $16.3K sold.

Plante Moran Financial Advisors first reported a position in WU in Q4 2013 and held it in 40 quarters. The position peaked at $87K in Q3 2016. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,237 Western Union shares in Q4 2023, an estimated $16.3K.
  • Plante Moran Financial Advisors first reported a position in Western Union in Q4 2013 and held it in 40 quarters.
  • Plante Moran Financial Advisors's Western Union position peaked at $87K in Q3 2016.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.